New Covenant Trust is currently seeking qualified candidates for their Assistant Vice President for Financial and Investment Planning position. This position has the primary responsibility of maintaining consistent and on-going contact with existing clients of New Covenant Trust. This position reports directly to the VP Business Development and Financial Advisor of New Covenant Trust Company.
Major Duties include: Prepare quarterly and annual plans; consult with existing clients to facilitate NCTC and foundation opportunities; participate with the Business Development Team.
Work Requirements include: College degree required with a preference for a degree in economics or finance. Advanced degrees and professional designations such as the CFP and CIMA are preferred. At least 3-5 years of experience in financial planning and client services.
For more information, please download the following PDF.
Please forward resumes to Lisa Pesavento at Attn: HR Posting #21-09=1